Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,404
Closed -$195K 646
2025
Q1
$195K Sell
10,404
-1,607
-13% -$30.1K ﹤0.01% 648
2024
Q4
$222K Hold
12,011
﹤0.01% 662
2024
Q3
$315K Buy
12,011
+113
+0.9% +$2.96K ﹤0.01% 660
2024
Q2
$230K Buy
+11,898
New +$230K ﹤0.01% 675